Investors Asset Management of Georgia’s Charles Schwab SCHW Stock Holding History

Investors Asset Management of Georgia’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$393K	Sell
2025 Q2	$380K	Buy
2025 Q1	$326K	Sell
2024 Q4	$353K	Buy
2024 Q3	$300K	Buy
2024 Q2	$325K	Sell
2024 Q1	$322K	Buy
2023 Q4	$306K	Buy
2023 Q3	$228K	Buy
2023 Q2	$241K	Buy
2023 Q1	$203K	Buy